Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (77356)	10/27/1999 2:16:00 PM
From: Goutam	Read Replies (1) of 1576942

Ted, re:< I have a hard time buying into the idea that the shortage is due to demand as opposed to manu. problems (claimed by one analyst this AM). To me a shortage doesn't fit with intc's last earnings report. > I agree with you. Given the Intel's enormous capacity (4 fabs @ 180nm), I think they are having problems meeting whatever demand there is due to manufacturing problems. <I also can't buy into the concept that everyone is replacing their desktop with a laptop. Not a major issue but do others see it that way?> It's not going to happen right away, but as the TFT LCD displays prices come down and with proliferation of wireless networking solutions, the notebook market will increase by leaps and bounds considering the very low current market share of the laptops. IMHO, it's very crucial for AMD to come up with higher speed grades of K6-xx mobile cpus, and Athlon mobile cpus to maintain its laptop market share. Regards, Goutama

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